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Fortitude Investment Group, LLC.

Fortitude Investment Group, LLC.

Place Icon Port Jefferson,NY

Your Investment Professional. Nationwide and Right Next Door

  • Financial Services
  • 11-50 employees
  • 6.1k
  • 631-474-1610

About Company

“Fortitude Investment Group was founded in 2002 by Daniel Raupp, Jeffrey Kiesnoski & Jon Paul Cirelli. With offices located in New York, New Jersey, Florida, & California, Fortitude Investment Group works with real estate investors on a national level to provide comprehensive solutions with regards to their 1031 exchanges and overall financial plan. As independent representatives, Fortitude has access to major real estate institution that creates Delaware Statutory Trust’s (DST’s) for real estate investors that seek passive solutions for their exchanges.

Products and Services

  • 1031 Real Estate Exchanges
  • Delaware Statutory Trusts (DST)
  • Alternative Investments
  • Wealth Management
  • Insurance, Annuities
  • Financial planning

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Tax Deferred Exchanges Under I.R.C. §1033
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Tax Deferred Exchanges Under I.R.C. §1033
  • Accountant
  • AFSP
  • CRTP
  • CFP (US)
  • CGFM
  • CPA (US)
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  • 4.5
  • (1339)

4.6

  • 4.6

(2209) Ratings

Excellent

1560

Very Good

564

Average

69

Poor

14

Terrible

2

BM

Brittany Montgomery, CPA (US)

Dec 16th 2020

Really interesting topic and I learned a lot. It is not directly applicable to all aspects of my job but still helpful to know and be able to advise on this topic if needed.

MM

Michael Marshall, CPA (US)

Dec 18th 2019

I really enjoyed the content of this webinar. It provides a great overview of the 1031 process, some of the major caveats, and an alternative option; the DST. Thanks!

MM

Mary Moffitt, CPA (US)

Dec 8th 2019

Good presentation on the basics.

JK

jeff Kaspar, CPA (US)

Jan 25th 2021

it is a great course. very informative. not a topic we handle at our firm but was something i was curious to learn more about

SL

Shondae LeGrand, CPA (US)

Dec 15th 2020

This webinar was just what I needed to refresh my knowledge before the busy season. It did a great job in identifying the points I need to be aware of in case the subject presents itself to me in the future. The webinar kept my full attention, an hour is perfect for me. And I appreciated the fact that it didn't go into too many small details, which can take away from the webinar as a whole. Thank you.

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